A. R. Schmeidler & Co., Inc. (New York)


A. R. Schmeidler & Co., Inc. is a large advisory firm based in New York. It manages $1.06 billion of regulatory assets for 740 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 36 other states.

A. R. Schmeidler & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

A. R. Schmeidler & Co.: assets under management

The assets under management (AUM) of A. R. Schmeidler & Co., Inc. is $1.06 billion. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $924.37 million in discretionary accounts and $137.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.56 million.
A. R. Schmeidler & Co. has custody of $870.42 million in cash and securities for 715 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay A. R. Schmeidler & Co., Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at A. R. Schmeidler & Co., Inc.

Michael Schaenen has been acting as President since 1 Jan 2015. Arnold Roger Schmeidler joined the executive team most recently as the Senior Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Arnold Roger Schmeidler Director chairman 1 Jun 1971 Other 413821
Peter George Jr Kandel Senior vice president,chief financial officer, chief compliance officer - broker-dealer & secretary 1 Sep 1981 Other 1003506
Peter George Kandel Chief financial officer 1 Sep 1981 Other 1003506
John Howard Wyman Director /executive vice president 1 Mar 1984 Other 473696
Michael Evan Kahn Vice president 1 Dec 2002 Other 2272550
Hudson Valley Bank Owner 1 Oct 2004 75% - 100% 13-2700017
Andrew John Schmeidler Director vice chairman 1 Dec 2004 Other 2287823
Stephen Robert Burke Director\president and managing director 1 Oct 2010 Other 1054623
Joyce Lapreta Chief compliance officer 1 Mar 2013 Other 1567415
Artemis Us Iv Llc Owner 1 Jan 2015 75% - 100% 47-2317680
Michael Schaenen Director 1 Jan 2015 Other 412381
Gregory Scott Markel Director, chief investment officer and managing director 1 Jan 2015 Other 1559421
Sean David Lawless Director 1 Jan 2015 Other 5974211
Trevor William Maunder Director 1 Jan 2015 Other 5762876
Gavin Swartzman Director 1 Jan 2015 Other 6473848
Ilana Ruth Marcus Chief compliance officer, registered investment adviser 1 Mar 2015 Other 1743010
Arnold Roger Schmeidler Senior partner 1 Dec 2016 Other 413821
Andrew John Schmeidler Partner 1 Dec 2016 Other 2287823
Stephen Robert Burke Managing partner and director 1 Dec 2016 Other 1054623
Michael Schaenen Senior partner and director 1 Dec 2016 Other 412381
Sean David Lawless Partner 1 Dec 2016 Other 5974211
Trevor William Maunder Director 1 Dec 2016 Other 5762876
Gavin Swartzman Director 1 Dec 2016 Other 6473848
Porter Ross Taylor Iii Partner 1 Dec 2016 Other 5526845
Artemis Us Corporation Owner 1 Dec 2016 75% - 100% 42-1770490
Lori Marie Sheetz Walker Chief compliance officer and director of finance 1 Dec 2016 Other 1893020
Michael Joseph Killeen Director 1 Dec 2016 Other 4360774

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Hudson Valley Holding Corp. Owner 1 Nov 1982 75% - 100% 13-3148745
Artemis Investment Management Corporation Owner 1 Aug 2007 75% - 100% foreign
Artemis Corporation Owner 1 Feb 2010 75% - 100% foreign
Miles Spencer Nadal Owner 1 Jun 2010 75% - 100% 5762894
Artemis Us Corporation Owner 1 Oct 2014 75% - 100% 42-1770490

Based in New York

The principal office where A. R. Schmeidler & Co., Inc. performs its advisory services is located at 500 Fifth Ave, New York, NY 10110 1405, which is also the mailing address of the firm. An additional office of the firm is in Cumberland, ME. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-687-9800 or by fax 212-687-1392. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at arschmeidler.com.

Registered investment advisers similar to A. R. Schmeidler & Co., Inc.